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Economic and Market Commentary Global Investing Strategy: Favoring High Quality Bonds, Real Assets(video) Global Investing Strategy: Favoring High Quality Bonds, Real Assets As investors grapple with policy tightening, inflation, and recession concerns, they may do well to consider a global multi-asset investing approach – one that favors high quality bonds and real assets heading into 2023. More from this Asset Allocation Outlook
Asset Allocation Outlook Risk-Off, Yield-On Risk-Off, Yield-On With interest rates higher amid a challenging macro environment, we see a compelling case for bond allocations and are cautious about higher-risk investments.
Blog Semiconductors: A Less Cyclical Future Semiconductors: A Less Cyclical Future The proliferation of semiconductors throughout our economy may drive more durable, less cyclical demand and earnings.
Asset Allocation Outlook Late-Cycle Strategies Late-Cycle Strategies We assess risks and potential opportunities for multi-asset portfolios amid late-cycle dynamics, higher inflation, rising interest rates, and geopolitical uncertainty.
Blog Russia-Ukraine Ramifications: Not All Trade Is Created Equal Russia-Ukraine Ramifications: Not All Trade Is Created Equal The countries’ weight in global trade is relatively small, but outsize exports of raw and semi-finished goods may portend price hikes across a variety of industries.
Geraldine Sundstrom Portfolio Manager, Asset Allocation, EMEA Share Share Share via LinkedIn Share via Facebook Share via Twitter Share via Email Add Add Download Download Print Print Ms. Sundstrom is a managing director and portfolio manager in the London office, focusing on asset allocation strategies. Prior to joining PIMCO in 2015, she was a partner and portfolio manager at Brevan Howard, where she led the Emerging Markets Strategies Fund. Previously, she was a portfolio manager at Moore Capital Management. Earlier in her career, Ms. Sundstrom held senior research roles with Citigroup Global Investments and Pareto Partners. She has 27 years of investment experience and holds a master's degree in finance from Birkbeck College at London University and two degrees from Universite Paris Dauphine.
